Concurrent Investment Advisors, LLC First Trust Global Tactical CO Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in First Trust Global Tactical CO stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 135,973 shares of FTGC stock, worth $3.26 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

135,973

Previous 108,490 25.33%

Holding current value

$3.26 Million

Previous $2.6 Billion 33.66%

% of portfolio

0.08%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$23.95 - $25.86 $658,217 - $710,710	27,483 Added 25.33%	135,973 $3.47 Billion
Q4 2024 Feb 03, 2025	SELL	$23.23 - $24.25 $1.04 Million - $1.08 Million	-44,739 Reduced 29.2%	108,490 $2.6 Billion
Q3 2024 Oct 30, 2024	SELL	$22.3 - $24.39 $257,163 - $281,265	-11,532 Reduced 7.0%	153,229 $3.63 Billion
Q2 2024 Jul 30, 2024	BUY	$23.62 - $24.89 $15,164 - $15,979	642 Added 0.39%	164,761 $3.94 Billion
Q1 2024 May 07, 2024	SELL	$22.29 - $23.89 $336,088 - $360,213	-15,078 Reduced 8.41%	164,119 $3.89 Billion
Q4 2023 Apr 15, 2024	BUY	$22.25 - $24.14 $3.99 Million - $4.33 Million	179,197 New	179,197 $4.02 Billion

Others Institutions Holding FTGC

# of Institutions

293

Shares Held

81.3M

Call Options Held

Put Options Held

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About FIRST TRUST GLOBAL TACTICAL CO

Ticker FTGC
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Concurrent Investment Advisors, LLC First Trust Global Tactical CO Transaction History